Sign in

    Ronit Shah • Wells Fargo

    Ronit Shah's questions to 8x8 Inc (EGHT) leadership

    Ronit Shah's questions to 8x8 Inc (EGHT) leadership • Q1 2026

    Question

    Ronit Shah of Wells Fargo inquired about any noticeable uptick in migrations from legacy on-premise vendors and also asked about the growth and opportunity set for Rich Communication Services (RCS).

    Answer

    CEO Samuel Wilson confirmed that challenges at legacy vendors create a tailwind and that the need for cloud-native platforms to leverage AI is driving migrations. Regarding RCS, Wilson reported an acceleration in interest due to its advanced capabilities, noting that 8x8 is carrying traffic in the U.S. and expanding to Europe, viewing it as a significant opportunity for its CPaaS business.

    Ask Fintool Equity Research AI

    Ronit Shah's questions to Clear Secure Inc (YOU) leadership

    Ronit Shah's questions to Clear Secure Inc (YOU) leadership • Q2 2025

    Question

    Ronit Shah, on for Michael Turrin, asked how CLEAR is thinking about the second half of the year given flat-to-down forecasts from airlines, and whether the company's accelerated product cadence is driving its outperformance versus general travel demand.

    Answer

    CEO Caryn Seidman Becker noted that CLEAR had a record travel volume quarter despite flat industry trends, highlighting the opportunity for continued market penetration. CFO Jennifer Hsu added that while overall traffic was slightly down, CLEAR's member base grew 7.5%. Both Caryn Seidman Becker and President Michael Barkin clarified that recent growth was driven by the core value proposition and experience improvements, not the newest product launches like Concierge and International, which are still in early stages.

    Ask Fintool Equity Research AI